Anchor Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $151K | Buy |
1,136
+28
| +3% | +$3.95K | 0.01% | 421 |
|
|
2025
Q4 | $160K | Sell |
1,108
-228
| -17% | -$32.9K | 0.01% | 418 |
|
|
2025
Q3 | $188K | Buy |
1,336
+86
| +7% | +$11.4K | 0.02% | 392 |
|
|
2025
Q2 | $158K | Buy |
1,250
+212
| +20% | +$23.5K | 0.01% | 410 |
|
|
2025
Q1 | $107K | Sell |
1,038
-40
| -4% | -$4.54K | 0.01% | 447 |
|
|
2024
Q4 | $125K | Sell |
1,078
-152
| -12% | -$17.7K | 0.01% | 427 |
|
|
2024
Q3 | $139K | Sell |
1,230
-258
| -17% | -$28.3K | 0.01% | 420 |
|
|
2024
Q2 | $168K | Buy |
1,488
+450
| +43% | +$47.4K | 0.02% | 370 |
|
|
2024
Q1 | $108K | Buy |
1,038
+598
| +136% | +$60.5K | 0.01% | 433 |
|
|
2023
Q4 | $42.3K | Hold |
440
| – | – | ﹤0.01% | 545 |
|
|
2023
Q3 | $36.1K | Buy |
440
+274
| +165% | +$23.5K | ﹤0.01% | 557 |
|
|
2023
Q2 | $14.4K | Sell |
166
-830
| -83% | -$65.4K | ﹤0.01% | 684 |
|
|
2023
Q1 | $75.2K | Buy |
996
+22
| +2% | +$1.51K | 0.01% | 471 |
|
|
2022
Q4 | $60.6K | Sell |
974
-296
| -23% | -$18.8K | 0.01% | 491 |
|
|
2022
Q3 | $75.4K | Buy |
1,270
+192
| +18% | +$13.1K | 0.01% | 457 |
|
|
2022
Q2 | $68.5K | Sell |
1,078
-98
| -8% | -$6.83K | 0.01% | 490 |
|
|
2022
Q1 | $93.5K | Buy |
1,176
+6
| +0.5% | +$471 | 0.01% | 475 |
|
|
2021
Q4 | $102K | Buy |
1,170
+294
| +34% | +$24.2K | 0.01% | 480 |
|
|
2021
Q3 | $65.4K | Hold |
876
| – | – | 0.01% | 491 |
|
|
2021
Q2 | $64.7K | Hold |
876
| – | – | 0.01% | 501 |
|
|
2021
Q1 | $58.2K | Hold |
876
| – | – | 0.01% | 495 |
|
|
2020
Q4 | $56.9K | Hold |
876
| – | – | 0.01% | 448 |
|
|
2020
Q3 | $51.1K | Hold |
876
| – | – | 0.01% | 438 |
|
|
2020
Q2 | $45.8K | Hold |
876
| – | – | 0.01% | 446 |
|
|
2020
Q1 | $35.2K | Sell |
876
-100
| -10% | -$4.56K | 0.01% | 478 |
|
|
2019
Q4 | $44.7K | Hold |
976
| – | – | 0.01% | 479 |
|
|
2019
Q3 | $39.3K | Hold |
976
| – | – | 0.01% | 486 |
|
|
2019
Q2 | $38.1K | Buy |
976
+632
| +184% | +$24.1K | 0.01% | 494 |
|
|
2019
Q1 | $12.7K | Hold |
344
| – | – | ﹤0.01% | 602 |
|
|
2018
Q4 | $10.7K | Hold |
344
| – | – | ﹤0.01% | 609 |
|
|
2018
Q3 | $13K | Hold |
344
| – | – | ﹤0.01% | 620 |
|
|
2018
Q2 | $11.9K | Hold |
344
| – | – | ﹤0.01% | 637 |
|
|
2018
Q1 | $11.3K | Hold |
344
| – | – | ﹤0.01% | 623 |
|
|
2017
Q4 | $11K | Buy |
344
+44
| +15% | +$1.38K | ﹤0.01% | 626 |
|
|
2017
Q3 | $8.87K | Hold |
300
| – | – | ﹤0.01% | 636 |
|
|
2017
Q2 | $8.21K | Hold |
300
| – | – | ﹤0.01% | 584 |
|
|
2017
Q1 | $8K | Sell |
300
-200
| -40% | -$5.16K | ﹤0.01% | 585 |
|
|
2016
Q4 | $12.1K | Buy |
+500
| New | +$11.9K | ﹤0.01% | 521 |
|
|
2016
Q3 | – | Sell |
-284
| Closed | -$6.16K | – | 680 |
|
|
2016
Q2 | $6.16K | Sell |
284
-48
| -14% | -$1.04K | ﹤0.01% | 563 |
|
|
2016
Q1 | $7.36K | Buy |
+332
| New | +$6.86K | ﹤0.01% | 524 |
|
Other funds holding XLK
